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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
1001
Grey Street Capital
Illinois
$1.18M +$1.14M +1,420 New
LSAG
1002
Lake Street Advisors Group
New Hampshire
$1.18M
FMTCOCP
1003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.18M -$108K -134 -9%
TW
1004
TrinityPoint Wealth
Connecticut
$1.18M +$29.7K +37 +3%
WW
1005
Waterfront Wealth
Kansas
$1.18M -$100K -125 -7%
WTA
1006
Washington Trust Advisors
Massachusetts
$1.18M -$39.4K -49 -3%
AC
1007
AlphaCore Capital
California
$1.18M +$87.6K +109 +8%
MGIA
1008
Moneta Group Investment Advisors
Missouri
$1.17M +$309K +384 +37%
CC
1009
Centiva Capital
New York
$1.17M +$1.13M +1,408 New
WC
1010
Wynn Capital
Georgia
$1.17M -$20.1K -25 -2%
GI
1011
GAMMA Investing
California
$1.17M +$201K +250 +22%
BCM
1012
Brasada Capital Management
Texas
$1.16M -$105K -131 -9%
DLHL
1013
Donald L. Hagan LLC
Florida
$1.16M -$26.5K -33 -2%
Capstone Investment Advisors
1014
Capstone Investment Advisors
New York
$1.15M +$963K +1,199 +648%
CF
1015
Centaurus Financial
California
$1.15M +$431K +536 +64%
BJL
1016
Brighton Jones LLC
Washington
$1.15M +$166K +206 +18%
CT
1017
Coastline Trust
Rhode Island
$1.15M
QPWM
1018
Quadrant Private Wealth Management
Pennsylvania
$1.14M -$37.8K -47 -3%
WSTAM
1019
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$17.7K -22 -2%
WSC
1020
Wellington Shields & Co
New York
$1.14M +$16.1K +20 +1%
LIG
1021
Lokken Investment Group
Delaware
$1.14M +$41K +51 +4%
BHWM
1022
Bar Harbor Wealth Management
New Hampshire
$1.14M +$218K +271 +25%
CNC
1023
Citizens & Northern Corp
Pennsylvania
$1.13M -$51.4K -64 -5%
GC
1024
Gilbert & Cook
Iowa
$1.13M -$7.23K -9 -0.7%
SWS
1025
SYSTM Wealth Solutions
Illinois
$1.13M -$2.57M -3,204 -70%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.